401(k) · DOL Form 5500 · 2023

Advantia Health LLC 401(k) Plan

Data updated 2026-08-25

$43M
Total assets Below avg plan size
576
Participants Below avg headcount
84th
Percentile by assets National rank
$75,284
Avg per participant Below avg balance/head
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Official DOL plan name: Advantia Health Retirement Plan · Sponsored by Advantia Health LLC · Virginia · Healthcare & Social Assistance

$43M in assets, 576 participants

Advantia Health LLC's Advantia Health Retirement Plan reported $43M in total assets and 576 participants in its 2023 DOL Form 5500 filing, ranking in the 84th percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.

  • #15,272 in Healthcare & Social Assistance (17,684 peers)

Where Advantia Health Retirement Plan sits by assets

Advantia Health Retirement Plan sits in the top quartile of all filed plans by assets, $43M for 576 participants (~$75,284/participant), up 14.7% in 2023.

#15,272
in Healthcare & Social Assistance (17,684 peers)
+14.7%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Advantia Health Retirement Plan's outsized position by total assets

Advantia Health Retirement Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$43,363,593 Top 16% higher than 84% of 127,068 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023

Advantia Health Retirement Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Advantia Health Retirement Plan sits mid-pack in the medium band (576 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Advantia Health Retirement Plan reported net income rose from -$10M in the plan year 2022 filing to $6M in the plan year 2023 filing.
  • Advantia Health Retirement Plan end-of-year assets rose from $38M in the plan year 2022 filing to $43M in the plan year 2023 filing.
  • Advantia Health Retirement Plan reported participants fell from 597 in the plan year 2022 filing to 576 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 465670849 · Advantia Health LLC PY 2023 · 401(k)

Advantia Health Retirement Plan · $43M · 576 · 84th

  • NET $43M
  • NET 576
  • NET 84th
  • NET 401(k)
  • NET near Epitec, Inc. 401(k) Profit Sharing Plan and Trust
  • NET ind #15272

Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Healthcare & Social Assistance retirement plans → · Plans in Virginia →

Advantia Health Retirement Plan in the asset neighbourhood

Avidity Science Retirement Savings PlanAvidity Science Retirement S…$43MAdvantia Health Retirement PlanAdvantia Health Retirement P…$43MEpitec, Inc. 401(k) Profit Sharing Plan and TrustEpitec, Inc. 401(k) Profit S…$43MI.C. Thomasson Associates, Inc. 401(k) Retirement PlanI.C. Thomasson Associates, I…$43MAtw Retirement Savings Plan$43M
End-of-year total assets ($M) among Advantia Health Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$38M
Net Assets (End of Year)$43M
Net Income$6M
Employer EIN465670849
Plan Effective Date2015-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Advantia Health LLC)

Sponsor-wide plan assets over time

All Advantia Health LLC plans reported in each filing year

Latest sponsor-wide plan assets
$48M 27.28269104253103% vs 2022
2024 filing year
$35M$40M$45M$50M 202220232024 $37.8M $48.1M ▲ +27.3%
Year Plans Participants Total Assets
2022 1 597 $38M
2023 1 576 $43M
2024 1 553 $48M

Nearby 401(k) Plans in Virginia

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Advantia Health Retirement Plan vs. nearby 401(k) plans in Virginia, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -10010203040 Total assets ($B) Participants Advantia Health Retirement Plan, Total assets ($B): 0.043363593 · Participants: 576Advantia Health Retirement PlanNorthrop Grumman Savings Plan, Total assets ($B): 36.173098625 · Participants: 97987Northrop Grumman Savings Plan401(k) Pension Plan, Total assets ($B): 14.97867624 · Participants: 62467401(k) Pension PlanGeneral Dynamics Corporation 401(k) Plan 6.0, Total assets ($B): 11.167449098 · Participants: 48860General Dynamics Corporation 401(k) Plan 6.0Leidos, Inc. Retirement Plan, Total assets ($B): 10.583898778 · Participants: 27043Leidos, Inc. Retirement PlanBae Systems Employees' Savings and Investment Plan, Total assets ($B): 9.406287325 · Participants: 31681Bae Systems Employees' Savings and Investment Plan
Advantia Health Retirement Plan vs. nearby 401(k) plans in Virginia, assets vs. participants
Compare Advantia Health Retirement Plan side-by-side with 3 peers →

Advantia Health Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Virginia, the nearest 401(k) by assets is Epitec, Inc. 401(k) Profit Sharing Plan and Trust in MI ($43M); by covered participants it is Rockwall Regional Hospital, LLC 401(k) Profit Sharing Plan and Trust in TX (576 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (576 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Advantia Health Retirement Plan assets move in 2023? ▼
Advantia Health Retirement Plan grew at a solid clip - up 14.7% during 2023, from $38M to $43M. Reported net income was $6M.
How have Advantia Health LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Advantia Health LLC's sponsor-wide assets grew 27.3%, from $38M to $48M.
Where does Advantia Health Retirement Plan rank by assets among Form 5500 filers? ▼
Advantia Health Retirement Plan ranks in the 84th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Advantia Health Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Epitec, Inc. 401(k) Profit Sharing Plan and Trust in MI ($43M, 1,331 participants).
Which 401(k) plans cover a similar participant headcount to Advantia Health Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Rockwall Regional Hospital, LLC 401(k) Profit Sharing Plan and Trust in TX (576 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 465670849.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.